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Valley National Bancorp

351 hedge funds and large institutions have $3.01B invested in Valley National Bancorp in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more capital invested

Capital invested by funds: $2.35B → $3.01B (+$653M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0% less funds holding

Funds holding: 352351 (-1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.07% less ownership

Funds ownership: 66.2%65.13% (-1.1%)

51% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $88.5M

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
117
Reduced
122
Closed
44
Calls
$43.6M
Puts
$88.5M
Net Calls
-$44.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
201
Hennion & Walsh Asset Management
New Jersey
$276K +$17.5K +2,154 +8%
KWM
202
Kolinsky Wealth Management
New Jersey
$257K
SA
203
SpiderRock Advisors
Delaware
$257K
PAG
204
Private Advisor Group
New Jersey
$256K -$38.1K -4,689 -14%
SWIM
205
Smallwood Wealth Investment Management
New Jersey
$253K
USAA
206
United Services Automobile Association
Texas
$251K -$81.5K -10,034 -27%
SPIA
207
Steward Partners Investment Advisory
New York
$248K -$96.8K -11,920 -30%
PAS
208
Park Avenue Securities
New York
$248K -$25.6K -3,157 -10%
OAC
209
OMERS Administration Corp
Ontario, Canada
$246K +$221K +27,200 New
CGH
210
Crossmark Global Holdings
Texas
$243K -$893 -110 -0.4%
CFM
211
Catalyst Funds Management
Australia
$243K +$218K +26,800 New
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$242K
SFWC
213
Strategic Family Wealth Counselors
New Jersey
$237K +$1.57K +193 +0.7%
CLA
214
Carnegie Lake Advisors
New Jersey
$234K +$210K +25,862 New
TRCT
215
Tower Research Capital (TRC)
New York
$224K -$1.98M -243,936 -91%
SWA
216
Sax Wealth Advisors
New Jersey
$219K -$16.5K -2,031 -8%
EH
217
Equitable Holdings
New York
$218K -$46.8K -5,756 -19%
PCIA
218
Prime Capital Investment Advisors
Kansas
$212K -$7.74K -953 -4%
BFO
219
Biltmore Family Office
North Carolina
$211K
HT
220
Headlands Technologies
Illinois
$211K +$189K +23,238 New
Walleye Trading
221
Walleye Trading
New York
$201K +$161K +19,868 +855%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$201K +$114K +14,054 +172%
RA
223
Rodgers & Associates
Pennsylvania
$199K
CIM
224
CIM Investment Management
Pennsylvania
$199K
C
225
Covestor
United Kingdom
$195K +$21.5K +2,647 +14%

VLY Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2024, worth a combined $3.01B — up 28% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VLY positions and 44 closed out — a net gain of 2 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $57.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $61.1M.

  • 351 institutional investors held Valley National Bancorp (VLY) as of Q3 2024, down from 352 in Q2 2024.
  • Funds reported $3.01B of Valley National Bancorp stock for Q3 2024, up 28% quarter-over-quarter.
  • 46 funds opened new Valley National Bancorp positions in Q3 2024 and 44 closed out, a net change of +2 holders.
  • The largest Valley National Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $57.8M added.
  • The largest Valley National Bancorp seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q3 2024.